Insurance Portfolio | dahlias.in

💼

Sign In

dahlias.in — Family Insurance Portfolio

Email

Password

No account? Register

◑ Toggle Theme

Coverage by Type

Premium by Provider

Monthly Cash Flow

Coverage by Member

Member	Policy ID	Type	Provider	Coverage	Annual Prem.	Status	Maturity

Year	Receipts	Payments	Net

Family	Members	Policies	Coverage	Prem/mo

Member	Policy	Provider	Coverage	Maturity	Days Left

Provider	Policies	Active	Members	Coverage	Annual Prem.	Avg Coverage	Types

Export Reports

Provider	Policies	Active	Coverage	Annual Premium	Value Score	Claims	Approval%

Member	Relation	Family	Annual Premium	Coverage	Policies	Types

Member	Policy	Provider	Type	Expected Payout	Maturity	Months Left

Member	Policy	Provider	Type	Premiums Paid	Surrender Value	Money Back%	IRR%	Projected Maturity	Rating

Year	Premiums Paid	Growth%	Received	Net Flow	New Policies	Tax Deductible	Flag

User Management

Name	Email	Role	Status	Last Login	Actions
Loading...

📤

Bulk Import via Excel

Download template, fill data, import via API

Download Template

🤖

AI Policy Scanner

Upload a policy document — AI extracts all details automatically

PDF or Image — Max 10MB — Powered by Claude AI